Show from 01/23/26

Host Jeremy Schwartz and Professor Siegel discuss updates on the Fed chair race, government shutdown prospects, and delayed tariff rulings. The Professor sees strong economic momentum, rising productivity, and continued strength in value and small-cap stocks. (11:23) Jeremy continues the conversation with Dave Goodson, Head of Securitized Credit at Voya, who discusses bond market reactions to recent policy announcements, including the $200 billion GSE purchase program and its impact on mortgage-backed securities. The group explores trends in spreads, non-agency RMBS opportunities, policy shifts affecting the housing market, and global macro forces including Japan and Iran. They close with a focus on AI-driven infrastructure investments and how they are impacting securitized credit markets.

Dave Goodson is a managing director, head of securitized fixed income and a senior portfolio manager for non-agency and agency mortgage-backed securities, commercial mortgage-backed securities and asset-backed securities strategies at Voya Investment Management. Prior to joining Voya, he was a principal at an independent investment bank focused on asset-backed commercial paper transactions. Previously, Dave began his career as a vice president in Wachovia Securities’ asset-backed finance group, marketing and executing securitizations for the bank’s corporate clients. He earned a BS in management from the Georgia Institute of Technology

Voya: https://advisors.voya.com/

WisdomTree: https://www.wisdomtree.com/investments